Television and market research data collection system and method

ABSTRACT

A data gathering system includes a plurality of remote units which are controlled from a central location. Each of the remote units is attached to a television receiver which is generally but not necessarily attached to a cable system. Each of the remote units can function to determine which of several TV modes is in use as well as to store TV channel selector data, data from an optical input device, and/or data input by viewers representative of the composition of the viewing audience. The data is stored for either later collection by a portable data collector, or for direct transmission to the central location. A video message for a TV viewer, such as a survey, may be transmitted from the central location and stored at the remote units, for later display on the TV receiver associated with the remote units. Substitution of alternate programming information may also be achieved by the central control point on selected of the remote units.

CROSS REFERENCES TO RELATED APPLICATIONS

The present application is a continuation-in-part application ofapplication Ser. No. 559,459, filed Dec. 8, 1983 now Pat. No. 4,546,382for a Television and Market Research Data Collection System and Method,which, in turn, is a continuation-in-part application of applicationSer. No. 502,654, filed June 9, 1983 now U.S. Pat. No. 4,566,030 for aTelevision Viewer Data Collection System, both of which are assigned tothe Assignee of the present invention.

BACKGROUND OF THE INVENTION

The present invention relates to data storage and transmission systemsand more particularly relates to monitoring systems for accumulatingdata at remote locations and transmitting the data to a centrallocation. More particularly, the present invention relates to a datacollection system and method for collecting at remote panelist locationsdata relative to television viewing habits and preferences as well asproduct purchases and preferences of a plurality of panelists, andtransmitting the collected data to a central location. In accordancewith one embodiment of the present invention, a data collection systemis provided in which individual television receivers may be controlledfrom a central location to display substitute programming.

The prior art is replete with various systems and arrangements formonitoring viewing habits of television viewers. The earliest suchsystems merely collected data on site for eventual manual collection asto the television channels viewed and the times of viewing for variouspanels of viewers in order to determine market share and ratings ofvarious television programs. Later, systems came into being for use withcable television systems which two way communications over the cablesystem between the head end thereof and various cable subscribers. Insuch a system the television sets are typically interrogatedperiodically from this central location over the cable, with the channelselection and time information being sent back to the central locationand logged for statistical compilation. Such systems have also been usedin the past in so-called pay television systems in which billinginformation is sent over the cable system to a central location from thevarious subscribers to the pay television system. The prior art alsoincludes such systems in which a memory means is provided at the remotelocation, i.e. at the television receiver, for accumulating data as tothe channel being viewed and time. The accumulated data is thenperiodically transmitted over conventional telephone lines from theremote locations to the central location, by telephone calls initiatedby either the remote stations or the central location.

Systems for remotely accumulating data regarding the habits oftelevision viewers and their qualitative reaction to material have todaybecome important from the standpoint of market research. For example,the effectiveness of television commercials can be monitored bycorrelating viewing of those commercials with subsequent purchasedecisions made by panelists whose viewing habits are being monitored.One manner of achieving this which has been utilized in the past is tohave the cooperating panelists keep a dairy as to purchase of products.The purchase information recorded in these diaries is then correlatedwith the commercials viewed by those cooperating panelists. In analternative arrangement disclosed in the prior art, in areas whereuniversal product code automated check-outs are available, such asgrocery stores and at the check-out counter presents a card coded with aunique scanner panelist identification similar to the universal productcode symbol on the products purchased. The store's computer canautomatically retain such purchase data for subsequent transfer to amarket research company computer data base for correlation with the dataregarding the various panelists viewing of commercials. Sucharrangements of course require cooperation of stores within the area ofthe panelist locations, and are therefore more suited for limitedgeographic groupings of panelists in a single locale or city, and arenot readily applicable to a national assemblage of panelists extendingacross an entire country.

In market research relating to commercials and their effectiveness, italso is sometimes important to evaluate the effectiveness of alternativeforms of a commercial. One way of achieving this in the context of acable television system is to split the subscribers or panelists intotwo or more groups, and then show the alternative forms of commercialsto the respective groups of panelists. Correlation of product purchaseinformation regarding those panelists with the forms of the commercialsthey viewed can then be used to assess the effectiveness of the variousalternative forms of the commercial. The prior art also includesexamples of systems wherein certain portions of a viewing audience canbe selected on a dynamic basis and furnished with substituteprogramming. Such a system is disclosed, for example, in U.S. Pat. No.3,639,686 to Walker et al. In accordance with that system, an auxiliarytelevision signal is broadcast which contains not only substituteprogramming, i.e. video signal information, but also control informationsuch as pulse code information for remotely selecting panelists whichare to receive the substitute programming. Digital address informationis provided for each of the panelists, and the portion of the panelistswhich are to receive the substitute programming are selected by thepulse code information. The Walker et al patent notes that in selectingthe panelists which are to receive the substitute programming, thenumber of categories available is dependent on the number of digitalinformation bits that are incorporated in the system. A later U.S. Pat.No. 4,331,974 to Cogswell et al also discloses an arrangement forselecting portions of a viewing audience on a dynamic basis andfurnishing those portions with substitute programming.

The present invention relates to an improved system and method which isof particular utility in market research type applications, but which isnot limited thereto.

OBJECTS AND SUMMARY OF THE INVENTION

It is an object of the present invention to provide a system and methodfor collecting at remote panelists locations data relative to thosepanelists, and transmitting the collected data to a central location.

It is another object of the present invention to provide such a datacollection system for collecting data relative to panelists televisionviewing habits and preferences as well as market research data regardingpanelists product purchases and preferences.

It is another object of the present invention to provide such a systemand method in which the remote locations are provided with memory forstoring collected data, with collected data being periodicallytransmitted to a central location over non-dedicated telephone lines.

It is still another object of the present invention, in accordance withone embodiment, to provide such a system and method in which substituteprogramming can be provided to selected of the panelists.

Briefly, in accordance with one embodiment of the invention, a remotedata collection unit is provided at each of a plurality of panelistlocations. The remote unit is adapted to be coupled to one or moretelevision receivers at each panelist location, or to one or more cabletelevision converters in the context of a cable television system. Thedata collection unit includes a memory and means for monitoring andstoring information regarding which of a plurality of television modesare in use, as well as viewer identification data. Means are provided tomonitor and store events concerning television viewing, such as channelchanges or the like. Further, the data collection unit includes meansfor optically scanning bar codes and the like and storing informationregarding same. Such bar codes and the like can be representative ofproduct purchase information or panelist responses to market researchsurveys and the like. In one embodiment, telephone communication isperiodically established between a central location and each of theremote units, and the contents of each data collection unit memory aretransmitted to the central location. Alternatively, a portable memorydevice can be taken to the location of each data collection unit totransfer the memory content thereof to a tape or disc or other storagedevice. In accordance with one embodiment of the invention, duringtelephone communication between the central location and a remote unit,questionnaires can be downloaded from the central location to the memoryof a remote data collection unit. Such questionnaires can be displayedon a television receiver coupled to the remote data collection unit,which means provided for a viewer or panelist registering answers toquestions in the questionnaire, and the memory of the remote datacollection unit storing the answers to the questions for transmission tothe central location at the next telephone communication therewith.

In accordance with one aspect of the invention, a viewer control isassociated with each remote data collection unit. The viewer controlincludes a television channel selector, which can be utilized not onlyin a normal mode for selecting channels but also to place the unit in achannel lock or a non-channel lock position. When the data collectionunit is in the channel lock position, the television set associatedtherewith stays tuned to whatever channel was previously selected, butsubsequent changes in the channel selector are stored in the datacollection unit memory. This feature is useful for recording datarelating to viewer response, individual viewer identification, responsesto questionnaires and the like.

In accordance with one embodiment of the invention, substituteprogramming information may be supplied to each of the panelistlocations, as by transmission over an otherwise unused channel in acable system. Control information is also transmitted along with thesubstitute programming, with the control information being utilized toselect on a dynamic basis portions of the panelists for receipt ofsubstitute programming. The groups of panelists which are to receive thesubstitute programming information can be selected on a demographicbasis or the like.

Other objects, advantages, and features of the present invention willappear from the detailed description of the preferred embodimentsthereof, taken in conjunction with the accompanying drawings.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a block diagram illustrating an overall system in accordancewith the principles of this invention.

FIG. 2 is a block diagram illustrating signal flow in accordance withthe present invention.

FIG. 3 is a block diagram illustrating modification of a cable converterin accordance with the present invention.

FIG. 4 illustrates the mode switches and data wand of a data collectionunit in accordance with the present invention.

FIG. 5 is a detailed block diagram of a data collection unit inaccordance with the present invention.

FIG. 6 is a block diagram of the telephone block interface andmaster/slave coupling in accordance with one embodiment of theinvention.

FIG. 7 is a logic flow diagram of the main loop of a data collectionunit in accordance with the present invention.

FIG. 8 is another logic flow diagram for converter control in accordancewith one embodiment of the present invention.

FIG. 9 is a logic flow diagram of another subroutine in accordance withthe present invention.

FIG. 10 is a logic flow diagram for the data LED control subroutine ofone embodiment of the present invention.

FIG. 11 is a logic flow diagram of a subroutine also relating toconverter control.

FIG. 12 is a logic flow diagram related to storing optically scanneddata from a bar code reader in accordance with one embodiment of thepresent invention.

FIG. 13 is a logic flow diagram relating to control of a time window fortelephone communications in accordance with one embodiment of thepresent invention.

FIG. 14 is a logic flow diagram relating to the survey function of oneembodiment of the present invention.

FIG. 15 is a logic flow diagram for a communication subroutine inaccordance with one embodiment of the present invention.

FIG. 16 is a block diagram relating to an aspect of the invention inwhich viewer identification prompts are overlayed on the televisionscreen.

FIG. 17 is a block diagram of an alternate embodiment of the presentinvention in which a portable data collection device is used to retrievedata from data collection units instead of telephone links.

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

The present invention relates to a data gathering system which includesa plurality of remote units which are controlled from a centrallocation. Each of the remote units is attached to a television receiverwhich is generally but not necessarily attached to a cable system. Eachof the remote units functions to determine which of several TV modes isin use as well as to store TV channel selector data and data from anoptical input device. All this data is stored for later transmission byeach of the remote units to a central data collecting point. Inaccordance with some embodiments of the invention, a video message for aTV viewer can be transmitted from the central location and stored at theremote units, for later display on the TV set associated with the remoteunits. Further embodiments of the invention allow for substitution ofalternate programming information by the central control point onselected of the remote units.

Referring to FIG. 1, there is shown a block diagram of the overallsystem. In accordance with the embodiment shown in FIG. 1, the system isillustrated in the context of a cable TV system; the invention is notnecessarily limited thereto, however. In FIG. 1 signals on normaltelevision channels are received by head end antennas 11 associated witha CATV head end control system 12. The signals from the normaltelevision channels can be mixed with videotape or film sources fromauxiliary sources 13 and 14. In accordance with the invention, a controlsource 16 is also provided for transmitting digital data from and underthe control of a microcomputer 17. These will be discussed in moredetail later.

All of these various signals are mixed in the CATV head end 12 andtransmitted over a cable system, generally indicated by referencenumeral 18.

FIG. 1 illustrates one of the remote units of this system of thisinvention, although it should be understood that a plurality of suchremote units are provided, suitably situated in homes of panelists orthe like who have agreed to serve on panels. As shown in FIG. 1, a cableconverter 19 and a data collection unit 21 as provided in accordancewith the present invention are both coupled to the cable system 18. Anormal television receiver 22 is coupled to the cable converter 19.There is also interconnection for passage of control signals both waysbetween the data collection unit 21 and the cable converter 19. This isexplained in more detail later.

In accordance with the invention, the data collection unit 21 contains amemory, and stores data as to which of a plurality of TV modes are inuse, which TV channel is being viewed, as well as input from a suitableoptical scanning device, which will be discussed in more detail later.In accordance with some embodiments of the present invention, other datacan be collected by the data collection unit, such as viewer qualitativerating of programs and responses to survey questionnaires and the like.

The data collection unit 21 is interconnected to a telephone block 22,through which incoming and outgoing telephone calls are coupled to thepanelist's home with suitable wiring and the like interconnectingtelephone receivers 23 in the panelist's home.

A central data collection point is provided for the system in accordancewith this invention, which need not be the same central location as theCATV head end 12. The central location is indicated in FIG. 1 by thecentral computer 24. The central location can include an appropriatecomputer with modems and the like for making connection over theswitched telephone network 25 to each of the remote locations. This isillustrated in FIG. 1 by the connection between the switched telephonenetwork 25 and the telephone block 22 for the particular remote locationshown in FIG. 1. Periodically, the central computer 24 "dials-up" eachof the remote locations, establishes appropriate telephonecommunications with each of the data collection units 21, and the datastored in each of the data collection units 21 is transmitted via theswitched telephone network 25 to the central computer 24. While intelephone communication, in addition to extracting the stored data fromthe data collection unit 21, the central computer 24 can also downloadvia the telephone lines data into each of the data collection units 21,as discussed in more detail hereafter. Also as discussed in more detailhereafter, in accordance with one aspect and embodiment of theinvention, appropriate interconnections are provided in the telephoneblock 22 so that when a telephone call comes in from the centralcomputer 24, the call is routed to the data collection unit 21, and doesnot activate the telephone receivers 23 in the panelist's home.

Referring now to FIG. 2, there is shown an additional block diagramillustrating signal paths between the data collection unit 21, the cableconverter 19, and a television receiver 22. Referring to FIG. 2, thedata collection unit 21 includes an electronics portion 26 and aswitching portion 27. The switching portion 27 consists of a number ofswitches, five in the embodiment shown in FIG. 2, for selecting which ofa variety of TV modes are to be utilized. Thus, for example in theembodiment shown in FIG. 2 the inputs to the switching portion 27 arethe normal TV signal from a cable or antenna, along with aninterconnection to a computer, i.e. home computer, a VCR, and a game.Depression of one of the five pushbuttons in the switching portion by aviewer or panelist selects one or the other of these TV modes. A TV modesignal corresponding to and indicative of one of these TV modes isstored in the data collection unit electronics section 26. As wasbriefly discussed in connection with the block diagram of FIG. 1, inaccordance with one embodiment of the invention text information, suchas survey questionnaires and the like, can be downloaded from a centrallocation over the telephone lines and stored in the data collection unitelectronics 26. Selection of a "survey" function by the panelists,actuates this TV mode and video text information is coupled through thecorresponding switch in the switching portion 27 and coupled over RFsignal line 28 to the input of the cable converter 19. The output of thecable converter 19 is of course suitably connected to the televisionreceiver 22.

In accordance with the present invention, control information is coupledboth ways between the cable converter 19 and the data collection unit26. In fact, in accordance with the present invention, and as describedmore fully hereinafter, it is the data collection unit electronics 26which controls the television program material displayed on thetelevision receiver 22, rather than the cable converter 19.

Referring to FIG. 3, there is shown a typical example of the way inwhich cable converters are modified in accordance with the presentinvention for application of the present invention thereto. Cableconverters typically include a microprocessor section illustrated inFIG. 3 by reference numeral 29 and a tuning section illustrated in FIG.3 by reference numeral 31. For example, the Teknika 6401 cable converterincludes such an arrangement, and a ribbon cable is normally suppliedconnecting the microprocessor board 29 to the tuning section 31.Typically, the microprocessor section controls a digital display andtelevision receiver commands are received from a front panel on thecable converter, or a remote control as well know in the art. Themicroprocessor section sends commands to the tuning section via theribbon cable normally connecting the two. In accordance with the presentinvention, the ribbon cable from the microprocessor board or section isinterrupted and is connected to the data collection unit 21. Thecommands and the like from the microprocessor section 29 are interpretedby the data collection unit 21, which then in turn controls selection ofa channel by the tuning section or board 31. As discussed more fullyhereafter, the data collection unit 21 will normally cause the tuningsection 31 to select and display whatever channel was indicated in thecommand information from the microprocessor section 29. However, whenthe present invention is in a substitute programming function, the datacollection unit 21 will or can substitute programming, i.e. select achannel for display other than the channel indicated by the commandsfrom the microprocessor board 29, for display at the televisionreceiver. Also, the interconnection between the data collection unit 21and the cable converter enables the data collection unit 21 to storeinformation as to the channel being viewed and at what times, etc.

Turning now to FIG. 4, there is shown a representation of the physicalappearance of the data collection unit 21 in accordance with the presentinvention. The unit is preferably dimensioned such that a cableconverter, such as the Teknika 6401 converter will sit right on top ofthe data collection unit. As illustrated in FIG. 4, five TV modeselector switches are provided in the form of pushbutton switches. Thesecorrespond to TV, game, computer, VCR, and survey. As mentionedpreviously, in accordance with one aspect of the invention surveyquestionnaires and the like can be downloaded from the central locationover the telephone lines to memory in the data collection unit.Selection of the survey pushbutton switch in the data collection unitwill then cause the survey questionnaire to be displayed on thetelevision screen at the viewer's or panelist's convenience, forrecording of answers to the questionnaire by the panelists. The mannerin which these responses to the questionnaires are registered and storedis discussed hereinafter. However, as illustrated in FIG. 4, a lightemitting diode 32 is provided on the front panel of the data collectionunit in association with the survey pushbutton. When surveyquestionnaires are contained in the memory of the data collection unitand have not been responded to by the panelists, the light emittingdiode 32 is lit in a manner discussed hereafter, so as to inform thepanelists that there is an unanswered questionnaire. An additional datalight emitting diode 33 is provided on the front panel of the datacollection unit and provides further communication with a panelist, asdiscussed in detail hereafter.

Also shown in FIG. 4 is a receptacle 34 provided in the front panel ofthe data collection unit. The receptacle 34 is adapted to receive a datawand 35, and an additional light emitting diode 36 is provided on thefront panel of the data collection unit for displaying indicationsrelative to the data wand. The data wand 35 is an optical scanningdevice which contains its own internal memory. The data wand 35 can beused for scanning bar codes, such as the UPC codes found on products,and storing information relative to those bar codes. The data storedwithin the data wand 35 can be periodically transmitted to memory withinthe data collection unit, by inserting the data wand 35 into thereceptacle 34.

A suitable example of an optical scanning device 35 for recording barcodes is that manufactured by MSI Corporation and sold under thetrademark "DATA WAND." The MSI data wand is available with anRS-232C-type standard interface, which is incorporated into the datacollection unit 21 in accordance with the present invention. Thisinterface allows connection to the computer and memory provided in thedata collection unit, as discussed more fully hereafter.

Referring now to FIG. 5, there is shown a functional block diagram of adata collection unit in accordance with the present invention. The heartof the data collection unit is a microprocessor 37 and suitableprogramming for the microprocessor is contained in a ROM 38. Details ofthe programming are discussed hereafter. A RAM 39 is also provided forstoring event information such as channel selection, TV mode selection,data read by the optical scanner 35 and the like. A clock 40 is alsoprovided to run the microprocessor 37, with the clock 40 alsofunctioning to maintain a time of day indication for recording times inconnection with events in the RAM 39. The RAM 39 typically is providedwith 32k bytes storage. Also typically, 8k bytes of ROM is provided.

The data collection unit contains a serial line driver 41, which isappropriately selected to be one of those available which has aprogrammable baud rate. This serial line driver 41 is connected via amultiplexer 42 to a variety of interfaces. First, a wand interface 43 isprovided for accepting data from the optical scanner 35. As discussedpreviously, the wand interface provided with the MSI data wand has astandard RS-232 output at a 1200 baud rate. Another input to themultiplexer 42 is a modem 44 contained within the data collection unit.The modem 44 is a Bell 202 compatible, half duplex modem with an autoanswer capability. This modem 44 is coupled to the telephone blockinterface 22, which is described in more detail hereafter. The datatransfer rate via the modem 44 is also 1200 baud.

The data collection unit also contains a receive only interface, shownas simplex receiver 45 in FIG. 5 which receives an input from the cablesystem. This simplex channel uses an FM carrier on the cable andoriginates as a broadcast from the CATV head end. As more fullydiscussed hereafter in connection with a discussion of the substituteprogramming aspect of this invention, certain control information istransmitted to the remote data collection units via this cable simplexchannel. The transmission speed of this channel in accordance with oneembodiment is 9600 baud.

A master/slave communication block 46 is shown in FIG. 5 as coupled tothe telephone block interface 22. This master/slave communication blockis only applicable where a plurality of television sets are provided inone panelist's home. The specific functioning of the master/slaverelationship is described hereafter in connection with FIG. 6.

A parallel interface 47 is provided for providing the interface betweenthe data collection unit and the cable converter. Thus the inputs andoutputs of this parallel interface are from the microprocessor in thecable converter and to the tuning section of the cable converter (seeFIG. 3).

A parallel interface 48 is also provided for decoding the mode orfunction select switches provided on the front panel of the datacollection unit (see FIG. 4) and for controlling the three lightemitting diodes 32, 33 and 36 on the front panel of the data collectionunit.

The video interface 49 is provided for providing video outputinformation to the television receiver through the cable converter todisplay survey questionnaires and the like on the television receiverwhen the survey mode is selected. As mentioned previously, in accordancewith one aspect of this invention survey questionnaires can bedownloaded over the telephone lines from the central location to theremote units while they are in telephone communication. The surveyquestionnaires are stored in RAM 39 and light emitting diode 32 is liton the front panel of the data collection unit to inform the paneliststhat there is an unanswered questionnaire. When the panelist selects thesurvey function, the video interface 49 produces a composite videosignal for display on the television receiver to display the questionsin the questionnaire.

A battery 50 is also shown in the functional block diagram of FIG. 5.Although normal power connection for powering the data collection unitsis via the normal household power supply, a battery backup can beprovided to ensure that the data collection unit remains powered upduring any temporary power outages at the panelist's home, so as not tolose current time of day information in the clock 40 or any of the datastored in the RAM 39.

All of the circuitry functionally illustrated in the block diagram ofFIG. 5, with the exception of the master slave communications 46 and thetelephone block interface 22, can be any appropriate integrated circuitsor the like which are available on the market for the functionsindicated.

An important aspect of the data collection unit in accordance with thepresent invention is its interface to the cable converter. Specifically,it is the data collection unit itself which controls the tuning of thecable converter. The viewer or panelist appears to control the cableconverter normally, but the signals are actually intercepted by the datacollection unit and it is the data collection unit that commands thetuning of the converter, as has been described above in connection withFIGS. 2 and 3. During most television viewing activity, the datacollection unit will command the tuner to select the same channel thatthe viewer has selected. However, when in functions which are describedas "Channel-Lock" and during "Dynamic Allocation", the data collectionunit will select channels other than the one being displayed.

Channel Lock is a data collection unit function in which the cableconverter remains locked on one channel regardless of the activityoccurring with the converter control and the channel number beingdigitally displayed on the cable converter. Channel Lock is entered byselecting an unoccupied converter channel, such as channel 35. When thedata collection unit decodes channel 35, it will freeze the converter onthe channel previously selected and illuminate light emitting diode 33on the front panel of the data collection unit (see FIG. 4). The vieweror panelist can now use the converter control to display any channelnumber on the converter without changing the channel being viewed. Thedata collection unit will collect events, as in the normal viewing mode,including storing the subsequent channels selected during the ChannelLock condition as events. Each time the data collection unit collectsevents the light emitting diode 33 will be blinked off, corresponding toan indication that an event has been captured by the data collectionunit. This Channel Lock feature is useful from a number of standpoints.For example, when in a Channel Lock condition the viewer could selectvarious channels for entry as events with the various channel numbersselected corresponding to the viewers qualitative reaction toprogramming. As another example, a particular channel number could beentered while in the Channel Lock condition which corresponds to theidentification of particular individuals who are viewing the programwithin the household. A particular embodiment of identifying viewers isdescribed hereafter in connection with FIG. 16. Likewise, selection ofchannel numbers while in a Channel Lock condition is useful inconnection with responding to survey questionnaires and the like, whichis described more fully later. A key feature of the present invention isthat entry of such qualitative viewer reaction data and the like isachieved while being able to use the normal channel selector associatedwith the cable converter, rather than any kind of separate key pad orother data entry device. The "Channel-Lock" condition is exited byselecting an unoccupied converter channel, such as 36, at which time thelight emitting diode 33 is extinguished and normal tuning of theconverter is resumed.

As has been previously described, the select switches or mode switchesprovided on the front panel of the data collection unit (see FIG. 4)allows the viewer to select one of a number of alternate signal sources.For example, these possible alternative signal sources are TV (eithercable or air), VCR, game, computer and survey. The switches as shown inFIG. 2 select one of the signal sources and route it to the input of thecable converter. The data collection unit monitors the switch selectionand controls the converter tuning accordingly. If TV viewing isselected, then normal converter operation is enabled. If one of theother four sources are selected, the data collection unit will record anevent and tune the converter to the appropriate channel to tune thesignals which are selected. For example, the game and VCR output may beon channel 3, while the computer output is on channel 10. These arespecific parameters that can be adjusted with respect to any particularinstallation.

Dynamic allocation is a term used to describe the concept of blind orinvisible channel substitution. As described earlier, U.S. Pat. No.3,639,686 to Walker et al relates to such a dynamic allocation orsubstitute programming kind of system. In accordance with one embodimentof the present invention, a substitute programming arrangement inaccordance with the principles of the Walker et al patent isincorporated. Basically, the dynamic allocation process is one in whichone or more channels in selected households are substituted with anothertest channel by the data collection unit.

The materials substituted usually are commercials, for purposes ofmarket research with respect to the efficacy of commercials. Inpractice, a set of substitute commercial cut-ins are scheduled each day.For example, each cut-in can be assigned a two digit number. For eachcut-in, a channel remap table is loaded into the data collection unit.The remap tables are simple and consist, for example, of one or morechannel numbers and the channel they are to be remapped to. At any giventime, the memory in the data collection unit can hold a number of suchremap tables. In accordance with one embodiment of the invention, theremap tables are downloaded over the cable channel and received by thesimplex receiver 45 (FIG. 5).

Each data collection unit has an identification number. There can eitherbe unique identification numbers for each data collection unitcorresponding to each panelist location, or panelists can be grouped inaccordance with demographic considerations and assigned a commonidentification number. Identification numbers for each data control unitcan be downloaded to the unit from the central location during telephonecommunications between same.

Since the messages transmitted on the simplex channel over the cable arereceived by all data collection units, they must be addressed toparticular data collection units or groups of data collection units andbe appropriately formatted with message delimiters and the datacollection unit identification numbers. As discussed above, the dynamicallocation remap tables are downloaded over the cable channel andreceived by the simplex receiver 45 at each of the data collectionunits. These remap tables are stored in RAM 39. A remap table isenabled, during the cut-in, by continually transmitting the cut-innumber down the cable to the simplex communication channel. Whenever adata collection unit receives a cut-in number, the particular remaptable is enabled for some predetermined time, i.e. 0.5 seconds. When theremap table is enabled for a particular data collection unit, the datacollection unit automatically provides substitute programming asindicated by the remap table to the television receiver of the panelist.This alternate programming is transmitted from the cable head and downchannels normally not used for entertainment.

This dynamic allocation feature facilitates market research. Bydisplaying alternate forms of a commercial to different groups ofpanelists, and correlating that display both with the demographic dataconcerning the panelists and the product purchases by the panelists, theefficacy of the commercials can be evaluated.

In accordance with one embodiment of the present invention correlationof panelist viewing activity as to commercials and the like with productpurchases made by the panelist has been greatly facilitated. Theearliest market research techniques relied upon a panelist filling out apurchase diary or the like with this information then being manuallycollected by the market research organization for correlation withviewing activity of that particular panelist. Systems have been proposedin which viewing activity of a panelist is correlated with productpurchase information with respect to that panelist by monitoring atstores within a limited geographic area surrounding the panelists theproduct purchase information with respect to that panelist.Specifically, each panelist has an identification card presented at agrocery store at the like which uses check out counters having thefacility for optically reading universal product codes on products. Whenthe panelist makes purchases, the identification of that panelist isscanned into the computer at the store, along with the product purchaseinformation with respect to that panelist. This information is eithercoupled from the store's computers to the market research organization,or collected at a later time from the stores by the market researchorganization.

For certain market research activities, it might be desirable to have anational group of panelists, spread across the geographic extent of theUnited States or whatever other country that is the subject of themarket research. For such an arrangement, it would not really befeasible for the market research organization to have arrangements withand be tied into the computers of stores spread all across the country.Therefore, in accordance with one aspect of the present invention,collection of information regarding product purchases by a panelist hasbeen greatly facilitated.

As described in connection with FIG. 4, the data collection unit inaccordance with this one aspect is equipped with an optical scanner, onesuitable example of which is a product known as the MSI data wand. Thisis a hand held device that contains an internal memory and can be usedfor scanning bar codes, such as universal product codes, contained onproducts purchased by a panelist. Thus, in accordance with this oneaspect of the present invention, product purchase information withrespect to a particular panelist is easily collected by the panelistsimply scanning the data wand over the universal product codes on theproducts purchased by the panelist. The MSI data wand has an internalmemory which can store approximately 4,000 digits. This memory is of asufficient extent to store the product code and a price for about 300items, which should be adequate for recording the daily purchases for ahousehold. After scanning products with the data wand, the data wand canbe inserted into the receptacle in the front panel of the datacollection unit and the memory contents of the data wand transferred tomemory within the data collection unit. As explained previously, the MSIdata wand can be obtained with an RS-232 interface for this purpose,which interface is incorporated within the data collection unit. Theprocedure for transferring the data wand information into the datacollection unit is as follows. The panelist turns on the cableconverter, enters the channel lock condition, and then selects an unusedchannel, such as 34, which is programmed to instruct the data collectionunit to monitor the interface with the data wand. The panelist thenscans the data wand over a special code that is provided with the datawand which instructs the data wand to transmit data. The data wand isthen inserted into the holder or receptacle within the data collectionunit. After the data has been received and verified by the datacollection unit, the light emitting diode 36 (see FIG. 4) provided onthe front panel of the data collection unit will blink off and on forfive seconds, so as to inform the panelist that the operation has beensuccessfully completed. Then, the panelist extracts the wand from thedata collection unit, clears the wand memory in accordance with featuresprovided in the data wand, and reinserts the data wand into the datacollection unit for storage in the receptacle.

Subsequently, when telephone communication is established between thecentral location and the individual data collection units at the variouspanelists homes, the stored product purchase information with respect tothe various panelists is transferred from memory of the data collectionunit to the central location. This greatly facilitates collection ofsuch product purchase data with respect to individual panelists, andcorrespondingly facilitates correlation thereof with viewing activity ofthose panelists. Using such an arrangement, a nationwide group ofpanelists scattered over a wide geographic area is practical.

As has been previously mentioned, when a particular data collection unitis in contact with the central location, a survey questionnaire or thelike may be downloaded over the telephone lines into memory of the datacollection unit. Whenever the data collection unit contains anunanswered questionnaire, the data collection unit will illuminate thesurvey light emitting diode 32 on the front panel of the data collectionunit so as to inform a panelist that the data collection unit contains asurvey which has not been answered. Anytime that this light emittingdiode 32 is illuminated, the panelist may elect to turn on thetelevision and depress the survey select mode select switch on the frontpanel of the data collection unit. The data collection unit will detectdepression of the survey select switch, illuminate the data lightemitting diode 33, tune the cable converter to the appropriate channel,and output the first question to the television through the videointerface 49 (FIG. 5). The converter is automatically placed in achannel lock condition at this time by the data collection unit. Theviewer can thus use the converter control or channel selector to enterchannel numbers to answer whatever questions are presented in thequestionnaire. For example, a questionnaire might ask a question andgive five possible responses, with a number beside each of the possibleresponses. The panelist enters a channel number corresponding to thenumber adjacent the answer the panelist is giving to the question. Whenall the questions have been answered by the panelist, the data lightemitting diode 33 on the front panel of the data collection unit will beextinguished. When the panelist then depresses another mode selectswitch, the survey light emitting diode 32 will also be extinguished.

As has been described previously, the transfer of data from the remotedata collection units to the central location is achieved in oneembodiment by telephone communications over the switch telephone networkbetween the central location in each of the various remote units. Also,situations arise in which there is more than one television receiverwithin a single panelist's home, and some means is necessary to collectviewer data and the like with respect to each of the television sets,and store and communicate that data to the central location at anappropriate time. Referring now to FIG. 6, there is shown one embodimentof the invention which illustrates the manner of effecting telephonecommunications from a remote location or panelist's home to the centrallocation, and also the situation in which there is more than onetelevision receiver in a single panelist's home which have to bemonitored.

Referring now to FIG. 6, there is illustrated a telephone blockgenerally indicated by reference numeral 55. At each building or housethere is a point at which telephone service enters the building which isreferred to as the telephone "block." This block includes terminals forthe telephone lines 56 and 57 and may also contain several other devicesto protect telephone line service, such as lightening arresters andvoltage limiters (not shown). Typically, the telephone block alsocontains a low voltage transformer indicated by reference numeral 58which is used to supply lighting power to the telephone. In accordancewith standard color coding, the telephone lines 56 and 57 arerespectively green and red and extend to a number of telephone jacks,two of which 59 and 60 are illustrated in FIG. 6. Two signal lines 61and 62 from the low voltage transformer 58 also extend to the varioustelephone jacks and are color coded yellow and black, respectively.

In accordance with the present invention, a telephone block interface 22is provided at the point of the telephone block within a building. Thistelephone block 22 is interfaced to the telephone lines 56 and 57 aswell as the low voltage power lines 61 and 62. Low voltage from thetransformer 68 is used to supply power via a power supply 63 to a tonedetector 64. This tone detector 64 is a low energy detector used todetect the presence of a control tone, for example a 150 KHz signalwhich can be imposed on the low voltage lines 61 and 62, in a mannerdiscussed hereafter. Thus the tone detector 64 is connected to the powerlines 61 and 62 via coupling capacitors 65 and 66. The tone detector 64is coupled to and controls a relay 67 which is actuated between theposition shown in FIG. 6, wherein the telephone lines 56 and 57 are notinterrupted, to a position where the telephone lines 56 and 57 arecoupled through a load resistor 68 and capacitors 69 and 70.

In FIG. 6 there is shown a master data collection unit 71 which istypically connected to a television receiver 72. Provided as part of themaster data collection unit 71 is a modem 73, which as discussedpreviously can be a standard kind of modem, such as an auto-answer Bell202 modem. This is a 1200 baud, half-duplex device. The modem 73 inaccordance with this invention is also connected to a telephone jack,for connection to the telephone lines 56 and 57.

A tone generator-encoder 74 is coupled to the master data collectionunit 71 and through a resistor 75 to one of the power lines 61 and 62.Similarly, a tone decoder 76 is also coupled through a load resistor 77to one of the signal lines 61 and 62 and through an amplifier 78 to themaster data collection unit 71.

In operation, the master data collection unit 71 will enable the modem73 for a limited period of time or "window" each day. Typically, acall-in window of a two hour duration will be opened once per day at atime when the telephone system is normally not in use, i.e. 4-6 a.m. inthe morning. During this time window, the master data collection unit 71will answer each incoming telephone call, and quickly determine if thecall originates from the central location. The manner in which this isdone is as follows.

During the call in window, a ring signal occurring at the telephoneblock 55 is a signal of about 45 volts at 25 Hz. This is impressedacross the telephone signal lines 56 and 57, and would normally causetelephone sets connected to the telephone service to ring. However, themaster data collection unit 71 samples the first half cycle of anyincoming signal during the call in window for voltage and pulseduration. If the microprocessor within the master data collection unit71 determines the signal is a ring signal, the tone generator encoder 74is caused by the data collection unit 71 to impress a 150 KHz tone onthe low voltage lines 61 and 62. In response to this tone, the tonedetector 64 actuates the relay 67. With the relay 67 actuated, theremainder of the ring signal is absorbed by the load resistor 68. Sinceload resistor 68 is sufficiently low in value to indicate to thetelephone system that a connect has been made, there will be no furtherrings.

The modem 73 is a standard telephone modem well known to those skilledin the art. This modem is caused by the microprocessor within the masterdata collection unit 71 to send a two to four second tone, such as a 380Hz side tone, back to the calling source via the telephone lines 56 and57 and the coupling capacitors 69 and 70. If the calling source is infact the computer at the central location, the computer at the centrallocation will respond with an answering tone, and two waycomputer-to-computer conversation will be established. If, on the otherhand, there is no answering tone from the source of the telephone call,indicative that the calling party is not the central location computer,the data collection unit 71 removes the 150 KHz carrier tone on the lowvoltage leads 61 and 62, causing a disconnect.

If the call coming in during the call in window is in fact not thecentral computer, but a normal telephone caller, the telephone callerwould hear the side tone and the disconnect, and a dial tone would bereturned. If such a call comes in and a disconnect occurs, the datacollection unit 71 is programmed to disable the tone generator encoder74 for a predetermined period of time, such as twenty minutes. Thus, anycalls coming in during this next predetermined time period of twentyminutes or the like would cause normal telephone ringing. The caller,having been disconnected, would then be able to dial his call again,this time with success. Inasmuch as the sequence of events occursoutside of normal telephone usage hours, it is not believed that such asequence of events represent any serious impairment to normal telephoneusage.

If it is determined that the calling source is the central computer, sothat computer-to-computer communication is established, uponestablishment of that communication the central computer, underappropriate programming, calls on the master data collection unit forthe information stored during the day. Upon receiving this information,the central location may cause a new program to be loaded into the datacollection unit 71 memory, such as a questionnaire or the like asdiscussed previously. If the master data collection unit 71 is the onlydata collection unit to be communicated with by the central location,the central computer upon completion of receiving the stored informationand loading any new program information into the master data collectionunit 71 simply disconnects, and all circuits return to normal.

Referring to FIG. 6, one embodiment of the invention is also illustratedin which there are multiple television receivers within a singlepanelist's home which must be monitored. As illustrated in FIG. 6, twoadditional television receivers 81 and 83 might exist in a panelist'shome, and slave data collection units 80 and 82 are associated therewithas illustrated in FIG. 6. These slave data collection units 80 and 82are coupled to the low voltage lines 61 and 62. Thus, the slave datacollection units can be connected to any of the various telephone jackswithin the panelist's house, and coupling to the master data collectionunit and the other circuitry is by means of the existing telephonewiring within the household. In accordance with one embodiment of theinvention, all signals received from the central location via the modem73 are sent first to the master data collection unit 71, then echoed viathe tone generator 74 to the signal lines 61 and 62 so that the slavedata collection units 80 and 82 receive the incoming data. Tonegenerator 74 generates a multiplicity of tones to keep the relay 67closed, plus an additional variable frequency tone representing the databeing transmitted. These tones range, for example, from a 150 KHz to 350KHz and are impressed as carrier currents on the signal lines 61 and 62.Each of the slave data collection units contains a microprocessor andwould require a tone generator and tone decoder similar to the tonegenerator 74 and tone decoder 76, but would not require any separatemodem. Each of the slave data collection units receives the identicaldata to the master data collection unit 71. By addressing the datastream, the slave data collection units can be caused to actindependently. When a slave data collection unit is called upon torespond, so as to transmit data stored in the slave data collectionunits the carrier current signal impressed on the low voltage lines 61and 62 reverses direction, the tone decoder 76 receives the signal fromthe slave data collection unit, decodes it into standard data which isthen echoed by the master data collection unit 71 through the modem 73to the central location.

In the manner described above, each of the data collection units, whichare coupled together via the existing telephone wiring in a panelist'shome, receives all of the incoming information from the centrallocation, and can be caused to respond independently to transmit datastored in each of the data collection units back to the telephone linesto the central location. Of course, other variations are possible. Forexample, at a preset programmed time programmed into the microprocessorof the master data collection unit 71, the master data collection unitcan poll each of the slave data collection units by carrier current overthe low voltage telephone wiring 61 and 62 to collect the available dataat each of the slave data collection units, addressing each of theseslave data collection units seriatum by code as necessary. Thus, all ofthe data from all of the various data collection units within apanelist's home would be stored in the master data collection unit.Then, upon contact of the master data collection unit 71 with thecentral location, the central location would obtain the data by simplycontacting the master data collection unit. Similarly, the centrallocation would load the master data collection unit with any newprograms, such as questionnaires and the like, which are to be stored inmemory at the various data collection units. Then, when the centrallocation disconnected the telephone connection with the master datacollection unit 71, the master data collection unit can then relay thenew programs to the slave data collection units, addressing each by codeas necessary.

Thus, in accordance with the above described arrangement and asillustrated in FIG. 6, a plurality of data collection units can beprovided within a single panelist's home associated with a respectivedifferent plurality of television receivers, for monitoring each of thetelevision receivers in the same fashion as a single data collectionunit is provided to monitor one single television receiver. Although thevarious slave data collection units have been shown as coupled to themaster data collection unit through the existing telephone wiring in apanelist's home, it should be clear that existing power wiring within apanelist's home can also be used for the same function. That is, carriersignals can be impressed upon the power wiring within a panelist's homefor transferring data to and from various slave data collection units tothe master data collection unit. Of course, as a further alternative,dedicated wiring could be installed in a panelist's home for connectingthe various slave data collection units to the master data collectionunit.

Turning now to FIG. 7, there is shown a logic flow diagram for thesoftware controlling the main loop (ML) of the microprocessor within thedata control unit. The first decision block is as to whether or notthere is a cut-in message present. It will be recalled as discussedpreviously that remap tables for achieving dynamic allocation orsubstitute programming are stored in the memory of the data collectionunits and are enabled by transmission of a cut-in number down the cable.If there is a cut-in message present, the cut-in activation event islogged, and all flags in the system are cleared. If there is no cut-inmessage present, then the logic flow is to the next decision block as towhether or not the channel lock is on. If the channel lock is on, thenext decision block is to whether or not a data wand start conditionexists. If a data wand start condition exists, the logic flow is jumpsubroutine (JSR) to data wand read module. The no conditions to thedecision block for the channel lock on and data wand start lead to adecision block as to whether or not connection to central site isestablished. If it is, the next block is a jump subroutine (JSR) tocommunication module. If connection to central cite is not established,then the next decision block is to whether or not the clock is advancedto the next second. If it is not advanced to the next second, the logicflow is back to the upper portion of the main loop (ML). If the clock isadvanced to the next second, the next decision block is to whether ornot the converter is on. If the converter is on, the logic flowprogresses to a main loop 1 (ML1). If the converter is not on, the nextdecision block is to whether or not the converter was on. If it was not,the logic flow is back through the main loop ML. If the converter wason, then the next decision block is to log an off event, and turn offthe data light emitting diode (light emitting diode 33 in FIG. 4). Thetiming of the lower portion of the logic flow diagram indicated in FIG.7 i.e. as to whether the converter is on, is executed once per second inaccordance with the programming. Other aspects of subroutines, such asthe converter control subroutine discussed hereafter, are interruptdriven and operate asynchronously to the bottom portion of the ML loopin FIG. 7. Components of the data collection unit system which areinterrupt driven pass flags and values to this main loop ML for loggingand dispatching.

Turning now to FIG. 8, there is shown the logic flow diagram for themain loop 1 (ML1). This loop is entered when the logic flow in FIG. 7has a yes decision as to whether or not the converter is on. The firstdecision block in the loop ML1 is to whether or not the converter wasoff. If the converter was off, an on event is logged, and the blink flagis set (which was discussed later causes the data light emitting diodeto blink). If there is a no decision to the logic block as to whetherthe converter was off, the logic flow is to the decision block as towhether or not there is a change in the select switches. If there is, anevent is logged and the logic flow passes to a decision block as towhether or not a non-TV position is selected. If the decision is yes,the appropriate output channel is set on the converter for whateverposition is selected, i.e. computer, VCR, etc. The next decision blockis to whether or not the select switches are in the survey position. Ifso, there is a jump subroutine (JSR) to the survey module. Next, thereis a jump subroutine to data LED control, and following that a jumpsubroutine to test converter channel. Following that, there is a jumpsubroutine to window control. This window control refers to whether ornot the time window permitting call in from the central location to theremote unit is open or closed. As previously discussed, advantageously atwo hour window may be employed at a time when it is not expected thatthe telephone in the panelist's home will be in use, i.e. early in themorning hours.

Referring now to FIG. 9, there is shown the main subroutine for clockhousekeeping and converter control. The subroutine illustrated in logicflow diagram form in FIG. 9 is interrupt driven with the rate thereofset as a system parameter. In accordance with one embodiment of theinvention, the interrupt rate is nominally set for 0.1 second. The flagsand values set in the subroutine illustrated in FIG. 9 are monitored bythe main loop illustrated in FIG. 7. Referring now specifically to thesubroutine illustrated in FIG. 9, the first decision block is to whetheror not the converter is on. If the converter is on, the select switchesare read and the converter channel is read. The next decision block isas to whether or not the channel lock is on. If the channel lock is noton, the next decision block is whether or not the TV is selected. If theTV is selected, the next decision block is whether or not the channelhas been changed. If the channel has been changed, then the subroutinecommands the converter to tune to the new channel.

The bottom portion of the logic flow diagram of FIG. 9 relates to clockhousekeeping. The first decision block is whether or not there is anincrement in the second of day. If there is, the subroutine executes anincrement to the seconds of day value. The next decision block is as towhether or not there is a day overflow. If there is, the subroutineresets the second of day and sets a midnight flag, indicative that a dayhas passed. The block labeled RT1 is an exit from this subroutine. Asindicated, the subroutine is interrupt driven at a rate systemparameter, which in accordance with one embodiment is nominally set for0.1 second.

Turning now to FIG. 10, there is illustrated a logic flow diagram forthe data LED control module, referring to the data light emitting diodeprovided on the front panel of the data collection unit. This is thedata LED control block illustrated in FIG. 8. In the subroutine of FIG.10, the first decision block is as to whether or not the channel lock ison. If it is, the data LED is turned on. The next decision block is asto whether or not the blink flag is set. If it is, the data LED istoggled on and off. The next decision block is whether or not thecurrent time is greater than the blink time. If it is not, there is anexit from the subroutine (RTS). If it is, the blink flag is set if thechannel lock is off and the next block time is calculated. Thesubroutine then loops back to reenter the decision block as to whetheror not the current time is greater than the blink time.

Turning now to FIG. 11, there is illustrated in logic flow diagram formthe subroutine relating to the test converter channel module referred toin FIG. 8. In FIG. 11, the first decision block is as to whether or notthe channel has changed. If it has, an event is logged. Next decisionblock is as to whether or not the channel lock is on. If it is, the dataLED is turned off (which will appear as a blink when the LED is turnedon later) and there is an exit from the subroutine i.e. a return tostart. If, on the other hand the channel lock is not on, the nextdecision block is as to whether or not this is a channel lock entry,i.e. has a channel been selected that corresponds to entering channellock. If it does, the channel lock is set on, the data LED is turned on,and the blink flag is turned off and there is a return to start. If, onthe other hand, this is not a channel lock entry, the next decisionblock is as to whether or not the channel entered is a channel lockexit. If it is, the channel lock is cleared and the data LED is turnedoff. If it is not a channel lock exit, there is a return to start forthe subroutine.

Turning now to FIG. 12, there is shown a logic flow diagram for the datawand read module. The first step in the logic flow is to initializememory pointers, so that the data read in from the data wand is placedin the proper portion of the memory of the data collection unit. Thenext step in the logic flow is to connect the universal asynchronousreceiver transmitter to the data wand interface. Characters are thenread out one by one from the data wand interface and stored in memory.

FIG. 13 illustrates the logic flow for the window control module. Asillustrated, the only decisions are whether or not it is time to openthe window or close the window so as to permit establishing telephonecommunications between the data collection unit and the centrallocation.

Referring now to FIG. 14, there is shown a logic flow diagram for thesurvey module the first step in the subroutine is to retrieve therespondent i.d. In connection with the survey function, it is useful tohave different members of a panelist's household separately answer thequestions in a survey. For this purpose, each of the members of thehousehold are assigned an i.d. number. When the survey select switch isselected to enter the survey mode, the channel lock condition of theconverter is automatically entered and the converter is tuned to theappropriate channel to display the survey questions. The first questionpresented is to ask the person answering the survey to enter his or heri.d. number, which is simply a preassigned channel number which therespondent enters. The next decision block is with respect to whether ornot there is an exit code in the information coming from the survey datastorage in memory. If there is, the subroutine is exited. The nextdecision block if there is no exit code is as to whether or not thereare questions to ask. If there are, various pointers with respect tomemory location and the like are initialized and the next question inthe survey data is displayed. The respondent responds to the question byentering a channel number that corresponds to one of a plurality ofpossible answers to the question. This response is retrieved and storedin memory. The next decision block is to whether or not there are anyquestions remaining for this i.d., i.e. whether or not this particularmember of the household has further questions which need to be answered.If there are, the next question is displayed, the response retrieved andstored, and so on. If there are no questions remaining for thisparticular respondent, a "questions finished" message is displayed. Thenext decision block is to whether or not there are questions remainingfor any i.d., that is, whether or not there are further survey questionsfor any other members of the panelist's household. If there are not anyfurther questions remaining for any i.d., the survey light emittingdiode is extinguished. As previously discussed, this survey lightemitting diode on the front face of the data collection unit isilluminated whenever there are any unanswered survey questions inmemory.

Turning now to FIG. 15, there is illustrated a logic flow diagram withrespect to the communication module. The first step in the subroutine isa fetch command, which is simply a receipt of a character stream. Thecharacter stream is decoded, and the command dispatch step involvesreferencing the place in the memory corresponding to the decodedcommand, and execution of the relevant further commands stored at thatlocation in memory. The final decision block in this subroutine is as towhether or not there is a bye command. That is, at the end of thecharacter stream an entry signaling that it is the end of the characterstream is inserted, and this decision block decides whether or not thecommunication is ended.

Polling the data collection units from a central location usingtelephone lines and modems may not always be the best technique forretrieving stored data from the memories of the data collection units.For example, there are markets where the incidence of private householdtelephones is small. As another example, there may be some applicationsin which assembled and analyzed market research data is not needed untila fairly long time interval after the raw data is collected. For thesekinds of applications, a different embodiment of the present inventionhas been developed which uses a portable data collector for collectingdata from the data collection unit.

This alternate embodiment is illustrated in block diagram form in FIG.17. The system as shown in FIG. 17 is somewhat similar to the systemshown in FIG. 1, and like system components in the two drawings areidentified by the same reference numerals. The data collection unit 21'shown in FIG. 17 can be almost the same data collection unit 21 asreferred to previously, with the difference that the modem is eliminatedfrom the data collection unit and an external electrical connector(reference numeral 100 in FIG. 17) is instead provided. Also, in thesystem shown in FIG. 17 the telephone block and switched telephonenetwork are not utilized; that is, there are no telephone connections.Instead of daily transfers of data from the RAM memory of the datacollection units to a central computer via telephone, data simplyaccumulates in the RAM. Periodically, such as once every week or everytwo weeks, a "meter reader" visits each panelist household with aprotable˜data collector 101. The portable data collector is simply adigital data recorder including a microprocessor with associatedoperating ROM and RAM and storage medium, such as magnetic cassette tapeor disc. The ROM holds all the executable code required to enable thedevice to communicate with the data collection units and the RAM is usedto buffer data extracted from the data collection units. Such devicesare commercially available, and one suitable device is available fromPegasus Data Systems of Middlesex, N.J. and identified as BufferedDigital Data Recorder Model PDI-BF. That particular device utilizes amagnetic cassette tape. In operation, the portable data collector issimply connected to the external electrical connector 100 of the datacollection unit 29'. The microprocessor in the portable data collectoris suitably programmed to input the appropriate signals and commands tothe data collection unit for transfer of the data stored therein to theportable data collector. These are simply the same commands as would begiven the data collection unit by a central computer over telephonelines in the earlier described embodiment and, for example, wouldinclude commands of retrieve data collection unit status, retrieve eventdata, clear data collection unit data area, reset data collection unitclock (if required), and resume normal data collection unit activity.

The portable data collection unit is used to play back the recorded datafrom the data collection units to the central computer 24 as illustratedin FIG. 17. The data collection unit serial numbers, which are writtenonto the tape or disc of the portable data collector along with thedata, permit the central computer to identify which particular panelisthousehold corresponds to each block of data recorded in the portabledata collection unit.

Instead of a digital data recorder as referred to above, the portabledata recorder may be a suitable programmed minicomputer or the like,with data extracted from the data collection unit written onto a floppydisc.

One of the advantageous features of the remote data collection units inaccordance with the present invention is the ability to collect datadefining the composition of the television viewing audience in eachpanelist household. As explained previously, one way of achieving thisin the present invention is to use the channel selector to cause thecable converter or tuner to enter a channel-lock condition. When in thechannel-lock condition, the data collection unit disables normal channeltuning so that the channel selector can be used to enter numbers whichare stored in the data collection unit memory. Each member of thepanelist household is assigned a viewer identification number. Theseviewer identification numbers are entered into the data collection unitvia the channel selector to indicate which members of the panelisthousehold are in the room. While viewers are allowed to enter vieweridentification numbers at any time, in an effort to remind viewers toenter the viewer identification numbers, the data collection unit willperiodically issue a prompt.

In one version of a data collection unit, a viewer identification promptis implemented using the light emitting diode 33 labeled "data". Whenviewer identifications are required, the data collection units flashesthe light emitting diode on and off at a rate of once per second. Whenviewers see the flashing light emitting diode 33, they are expected toenter channel-lock and enter their viewer identifications via thechannel selector. Entering channel-lock causes light emitting diode 33to stop flashing and be illuminated continuously. Each time a vieweridentification number is entered, the light emitting diode 33 will blinkoff for half a second to indicate to the viewer that the identificationnumber has been accepted by the data collection unit. When all theviewer identification numbers have been entered, the channel-lock modeis exited, and light emitting diode 33 is extinguished.

In accordance with another embodiment of the present invention, vieweridentification data is obtained in a somewhat different manner. As hasbeen previously explained, in accordance with one embodiment of thepresent invention the data collection unit includes hardware andprogramming which permits presentation of text and graphics on thetelevision receiver to which it is connected. This arrangement can beused to implement the Survey function of the data collection unit. Inaccordance with one arrangement of the present invention, and referringto FIG. 16, a technique is implemented to have the viewer identificationprompt appear on the television screen itself, no matter what channel isselected.

In FIG. 16 a video generator 91 is provided which communicates with andreads the contents of a RAM 92 and produces a video output. The RAM 92can be part of the RAM 39 illustrated in FIG. 5 and the video generator91 can be part of the video interface 49 illustrated in FIG. 5. In boththe Survey mode and the viewer identification sequence, the contents ofthe video data stored in RAM 92 are read as lines of 8 bit ASCIIcharacters. The output of video generator 91 is passed through an RFmodulator 93 which is, in effect, a small TV transmitter that sends apicture displaying the characters stored in the RAM 92. The carrierfrequency for this signal is fixed to be identical to that of the outputof the cable converter, which is usually channel 3.

In accordance with the embodiment of the present invention which uses acable converter, the cable converter converts all incoming televisionsignals to a single output channel, for example, channel 3. A smallreceiver 94 is used to demodulate this RF signal and extract thevertical sync pulse. This pulse is fed into a synchronizer circuit 96,which starts the RF modulator 93 and video generator 91. The RF signalfrom RF modulator 93 is presented to a switch 97. The switch 97 is asuitable electronic switch for high speed switching of an RF signal.This switch selects the RF signal from either the cable converter or theRF modulator 93 and directs the selected signal to the televisionreceiver.

Switch 97 is controlled by a switch control circuit 98. This switchcontrol circuit 98 detects the border that appears around the area onthe television screen where the text is written. The signal level changethat occurs at the left edge of a screen of text is a trigger causingthe switch control circuit 98 to set the switch 97 to select the outputof RF modulator 93. The switch control circuit can also detect thetransfer of a byte of data in which all the bits are set (i.e.hexadecimal FF) from the RAM 92 to the video generator 91. The detectionof a data byte with all bits set causes the switch control circuit 98 toreset switch 97 to select the converter output.

The text can appear anywhere on the television screen. Each line of textis displayed until the end of the line or until a byte containinghexadecimal FF is read from the RAM 92. If a text line is not to bedisplayed, the byte corresponding to the first character of that line isset to hexadecimal FF. Full lines or portions of lines can be switched.The overall effect is that of lines of characters being displayed overthe picture from the cable converter.

The microprocessor controls this display via the RAM 92 and an overlayenable line 99. The microprocessor first loads RAM 92 with thecharacters to be displayed and bytes of hexadecimal FF to define areasof the screen that are to remain unaffected. When the microprocessorsets the overlay enable line 99, the text is displayed over the normalpicture. The overlayed text is removed when the microprocessor clearsthe overlay enable line.

In accordance with a particular embodiment of the present invention, theviewer identification, prompting signal takes the form of two flashingsymbols (such as **) in the upper left portion of the television screen.When the data collection unit requests viewer identifications, the twosymbols (**) appear on the screen and blink continuously back and forthbetween two colors at a rate of once per second. These symbols continueto flash until a viewer causes the data collection unit to enter thechannel-lock mode. When the data collection unit enters channel-lock,the symbols stop flashing and the overlay on the television screen isthe following:

    ______________________________________                                        ** 2 4 6 8 10 12 14 16 18 71 72                                                PRESENCE OF GUEST ML FM                                                      ______________________________________                                    

Each of the numbers 2 to 18 corresponds to a valid viewer identificationfor a member of the panelist household. The purpose of the specialidentification numbers 71 and 72 is explained hereafter.

Each time a viewer identification number is entered, the correspondingnumber in the display shown above is inverted in color to indicate tothe person entering the data that the data collection unit has acceptedthat input. Should a number that is already inverted on the display beentered, that number on the display reverts to its normal color. Thus,multiple entries of the same number will cause the number on the displayto toggle back and forth between normal color and inverted color. Thisallows the person entering the data to change a particular vieweridentification entry should that be required.

The special viewer identification numbers 71 and 72 are used to indicatethe presence of male and female guests, respectively. If a 71 is enteredas a viewer identification number, the following three line displayappears as an overlay on the television screen:

    ______________________________________                                        ML GUEST COUNT BY AGE 2-6:                                                     7-11:      12-17:     18-24:     25-34:                                      35-49:      50-54:     554:                                                   ______________________________________                                    

This is a request for the number of male guests in each of the agecategories that are present in the room. In accordance with a preferredembodiment of the present invention the channel selector includes a scanup and scan down control ordinarily used to scan television programming.When in the viewer identification mode, this scan control can be used toposition or move a cursor on the television screen to "jump" among thevarious categories displayed in response to entry of the special vieweridentifications numbers. Entry of a number through the channel selectorwhile the cursor is positioned at one of the categories is an indicationof the number of guests in the specified age categories presented in theroom.

In a similar manner, entry of the viewer identification number 72produces an overlay on the television screen with corresponding agecategories and directed to female guests present in the room. When thecomposition of the complete viewing audience has been specified, theperson entering data can exist from the channel-lock condition and thedisplay overlay is removed from the screen.

Upon subsequent entries into the channel-lock condition, the textoverlays on the television screen are presented with the audiencecomposition information displayed as it was defined the previous timethat viewer identification data was entered. If the audience has notchanged, this can be signified by merely entering and exitingchannel-lock. If the audience has changed, the channel selector and scancontrol can be used to change any entries that are no longer connected.

In accordance with a preferred embodiment of the invention, the vieweridentification prompt is first issued when the television set is turnedon. The viewer identification prompt is also presented whenever a 30minute period passes with no viewer identification data being entered.In this manner, a complete account of audience composition is recordedby the data collection unit on a current basis for the programming beingviewed on the television set.

Although the present invention has been described and illustrated withrespect to preferred and exemplary embodiments thereof, it should beclear that various modifications are within the skill of those in thisart, without departing from the true spirit and scope of the invention.

We claim:
 1. A system for collecting data with respect to cooperatingtelevision viewers or panelists, including a centrally located computerand a plurality of remote units at a corresponding plurality of panelistlocations, each of said remote units being for connection to atelevision broadcast receiver and comprising receiving means forreceiving a television broadcast signal; a viewer control meansincluding a channel selector coupled to said means for receiving atelevision broadcast signal; a data collection unit for coupling saidreceiving means to the television broadcast receiver, said datacollection unit including a microprocessor and memory means for storingprogramming information for said microprocessor and for storing data;said viewer control means being monitored by said microprocessor whichstores data representing the state of said viewer control means in saidmemory means; an optical reader associated with said data collectionunit and for use by a panelist to scan data, said data being stored insaid memory means under control of said microprocessor; a portable datacollection unit including data storage means for periodic connection tosaid data collection unit to effect a transfer of data stored in saiddata collection unit memory means to the data storage means of saidportable data collection unit, said portable data collection unit beingconnectable to said centrally located computer for transferring thecontents of the portable data collection unit data storage meansthereto.
 2. A system in accordance with claim 1 wherein said receivingmeans for receiving a television broadcast signal comprises a cableconverter for connection to a cable system.
 3. A system in accordancewith claim 1 wherein said receiving means for receiving a televisionbroadcast signal comprises a cable converter for connections to a cablesystem and wherein said data collection unit is responsive under controlof said microprocessor to enter a channel lock condition upon selectionof a first predetermined channel by said channel selector, whereby thecable converter under microprocessor control stays tuned to whateverchannel is currently selected despite further changes in said channelselector, and wherein selection of a second predetermined channel bysaid channel selector exits the channel lock condition, the events ofentering and exiting the channel-lock condition being stored in saidmemory as events, any channel numbers selected while in the channel-lockcondition also being stored in said memory as events.
 4. A method ofcollecting data from a plurality of cooperating panelists at a pluralityof remote locations comprising the steps of:providing at each remotelocation receiving means for receiving a television broadcasting signalfor use with an associated television broadcast receiver; providing ateach remote location a viewer control means coupled to the receivingmeans including at least a channel selector; providing at each remotelocation an optical reader for use by a panelist to scan data, andstoring at each remote location the data scanned by the optical reader;monitoring the viewer control means and storing at each remote locationdata indicative of changes therein: providing a portable data collectionunit having memory storage means; periodically coupling the portabledata collection unit to apparatus at each of the remote locations fortransferring data collected at each remote location to the portable datacollection unit corresponding to changes in the viewer control means anddata scanned by the optical reader; and transferring data from theportable data collection unit to a central computer for analysis.
 5. Amethod in accordance with claim 4 including the step of periodicallyproviding on screen prompts on the television broadcast receiver withchanges in the viewer control means in response thereto being indicativeof the identity of persons in the audience.
 6. A method in accordancewith claim 4 wherein the viewer control means is provided with means forselecting a channel lock condition and a non channel lock condition, andincluding the step of periodically providing on screen prompts on thetelevision broadcast receiver, and wherein changes in the channelselector during the channel-lock condition are indicative of theidentity of persons in the viewing audience.
 7. A method in accordancewith claim 6 wherein the on screen prompts are overlayed visible promptsand including the step of automatically switching into the channel-lockcondition of the channel selector when the overlayed visable promptsappear, whereby subsequent changes in the channel selector areindicative of the identity of persons in the viewing audience.
 8. Amethod of collecting data from plurality of cooperating panelists at aplurality of remote locations comprising the steps of:providing at eachremote location receiving means for receiving a television broadcastingsignal for use with an associated television broadcast receiver;providing at each remote location a viewer control means coupled to thereceiving means including at least a channel selector; providing at eachremote location an optical reader for use by a panelist to scan data andstoring the data in a memory at the remote location; monitoring theviewer control means and storing data in said memory at the remotelocation indicative of changes therein; periodically initiating at eachremote location on-screen prompts overlayed on normal programming on thetelevision broadcast receiver inquiring as to the identity of thepersons in the audience viewing the television broadcast receiver withchanges in the viewer control means in response thereto being indicativeof identity of persons in the audience; and periodically establishingtelephone communications between a central location and each of theremote locations for transferring data stored at each remote location insaid memory with respect to the viewer control means and data opticallyscanned by a panelist to the central location.
 9. A method of collectingdata from a plurality of cooperating panelists at a plurality of remotelocations comprising the steps of:providing at each remote locationreceiving means for receiving a television broadcasting signal for usewith an associated television broadcast receiver; providing at eachremote location a viewer control means coupled to the receiving meansincluding at least a channel selector; monitoring the viewer controlmeans and storing data at each remote location indicative of changestherein; periodically initiating at each remote location on-screenprompts overlayed on normal programming on the television broadcastreceiver inquiring as to the identity of persons in the audience viewingthe television broadcast receiver with changes in the viewer controlmeans in response thereto being indicative of the identity of persons inthe audience; and periodically establishing telephone communicationsbetween a central location and each of the remote locations fortransferring data stored at each remote location with respect to theviewer control means.
 10. A system for collecting data with respect tocooperating television viewers or panelists, including a centrallylocated computer and a plurality of remote units at a correspondingplurality of panelist locations, each of said remote units being forconnection to a television broadcast receiver and comprising receivingmeans for receiving a television broadcast signal; a viewer controlmeans including a channel selector coupled to said means for receiving atelevision broadcast signal; a data collection unit for coupling saidreceiving means to the television broadcast receiver, said datacollection unit including a microprocessor and memory means for storingprogramming information for said microprocessor and for storing data,said viewer control means being monitored by said microprocessor whichstores data representing the state of said viewer control means in saidmemory means, means under control of said microprocessor in said datacollection units for initiating at the remote locations on-screenprompts overlayed on normal programming on the television receiverinquiring as to the identity of persons viewing the television receiverat the time of the prompts, said microprocessor functioning to placesaid viewer control means in a channel lock condition in associationwith the on-screen prompts, whereby changes entered in the viewercontrol means during on-screen prompts are stored in said memory meansas representations of the identity of persons viewing the televisionreceiver.
 11. A system in accordance with claim 10 including means forperiodically establishing telephone communications between the centrallylocated computer and each of the remote units for transferring storeddata with respect to the viewer control means back to the centralcomputer.